Wertpapierdatensatz · archiviertes Quartal
JPIB
Name ausstehend – Profil wird eingelesen
33Erfasste Halter
+3Δ Inhaber
8.15MGehaltene Aktien
$389.92MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +9.1%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 8.65M | $418.21M | +1 | −1 |
| Q1 2026 | 33 | +3 | 8.15M | $389.92M | +5 | −2 |
| Q4 2025 | 30 | 0 | 6.18M | $300.97M | — | — |
| Q3 2025 | 4 | 0 | 1.17M | $57.44M | — | — |
| Q2 2025 | 1 | 0 | 70.07K | $3.41M | — | — |
| Q1 2025 | 1 | +1 | 33.73K | $1.62M | +1 | — |
| Q2 2024 | 1 | — | 9.33K | $439,676 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.56M | +9.2% | $74.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.08M | +247.3% | $51.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.08M | +247.3% | $51.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 982.69K | +13.4% | $46.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 757.48K | +29.0% | $36.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 612.59K | +14.6% | $29.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 612.59K | +14.6% | $29.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 489.75K | -34.3% | $23.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 489.75K | -34.3% | $23.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 444.98K | +48.4% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 368.31K | +266.6% | $17.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 357.69K | +164.4% | $17.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 357.69K | +164.4% | $17.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 357.69K | +164.4% | $17.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 357.69K | +164.4% | $17.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 310.73K | +8.1% | $14.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 233.17K | +29.7% | $11.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 209.27K | +37.0% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 170.79K | -0.5% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 133.84K | Neu | $6.40M | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 103.45K | +54.3% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 103.45K | +54.3% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 103.45K | +54.3% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 86.17K | +245.4% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 86.17K | +245.4% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 66.94K | -7.4% | $3.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 50.56K | -8.7% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 37.19K | 0.0% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cibc World Market Inc. | 15.32K | Neu | $732,650 | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 15.27K | +215.6% | $730,020 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 15.28K | +158.1% | $728,392 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 13.50K | -81.5% | $645,474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 7.44K | Neu | $355,902 | 0.0% | New | 1 | SEC ↗ |
| 34 | Lido Advisors, LLC | 7.10K | Neu | $339,618 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 6.65K | -1.6% | $318,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 5.99K | 0.0% | $286,372 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 5.99K | 0.0% | $286,372 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 5.79K | +9.9% | $276,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 4.68K | Neu | $223,606 | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 4.68K | Neu | $223,606 | 0.0% | New | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 4.42K | +0.2% | $211,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Truist Financial Corp | 4.42K | +0.2% | $211,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 1.02K | +173.1% | $48,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cwm, Llc | 980 | 0.0% | $46,864 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 18 | -82.2% | $861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cerity Partners LLC | $6.40M | 0.0% |
| Cibc World Market Inc. | $732,650 | 0.0% |
| Mml Investors Services, Llc | $355,902 | 0.0% |
| Lido Advisors, LLC | $339,618 | 0.0% |
| AQR Capital Management | $223,606 | 0.0% |
| AQR Capital Management | $223,606 | 0.0% |
Ausgestiegen
| Stifel Financial Corp | $879,283 | war 0.0% |
| Us Bancorp \De\ | $28,490 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 232 Inhaber, 29.18M Anteile, $1.36B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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